-7.6%
IGV vs FIG
-57.2%
+49.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +2.5% | +2.6% | -0.1% | +1.7% |
| 30D | -8.6% | -13.1% | +4.5% | -5.6% |
| 3M | -1.6% | -20.3% | +18.8% | +3.7% |
| 6M | +13.4% | -2.1% | +15.6% | +10.7% |
| YTD | -4.0% | -49.4% | +45.4% | +8.4% |
| 1Y | -7.6% | -57.0% | +49.4% | +9.3% |
| All | -7.6% | -57.2% | +49.6% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling